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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

888 hedge funds and large institutions have $8.14B invested in Schwab US Broad Market ETF in 2022 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 810 increasing their positions, 16 reducing their positions, and 53 closing their positions.

Holders
888
Holders Change
-4
Holders Change %
-0.45%
% of All Funds
14.05%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
1.8%
New
58
Increased
810
Reduced
16
Closed
53
Calls
$14.2M
Puts
$10.3M
Net Calls
+$3.87M
Net Calls Change
+$5.16M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.5B
2
Betterment LLC
2
Betterment LLC
New York
$397M
3
SCM
3
SCS Capital Management
Massachusetts
$327M
4
CJFS
4
Coulter & Justus Financial Services
Tennessee
$108M
5
EK
5
Evensky & Katz
Florida
$214M

Top Sellers

1
PRS
1
Pinkerton Retirement Specialists
Idaho
$1.24M
2
K
2
Kemper
Illinois
$0
3
PA
3
PFG Advisors
Arizona
$0
4
RCS
4
Retirement Capital Strategies
California
$0
5
BAM
5
Berkshire Asset Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
226
Boltwood Capital Management
California
$4.09M 76,592 +36,493 +91%
Citadel Advisors
227
Citadel Advisors
Florida
$4.04M 75,745 +73,114 +2,779%
CIAS
228
Capital Investment Advisory Services
North Carolina
$4.04M 75,682 +39,841 +111%
CAM
229
Cresset Asset Management
Illinois
$4.03M 75,434 +37,009 +96%
RT
230
Rockland Trust
Massachusetts
$3.98M 74,476 +37,238 +100%
RJA
231
Raymond James & Associates
Florida
$3.94M 73,871 +42,404 +135%
NGA
232
Naples Global Advisors
Florida
$3.91M 73,274 +36,937 +102%
AWS
233
AJ Wealth Strategies
New York
$3.91M 73,212 +36,614 +100%
5L
234
55I LLC
Massachusetts
$3.9M 73,066 +36,119 +98%
WCM
235
Wealthcare Capital Management
Virginia
$3.84M 71,967 +34,923 +94%
MAM
236
McCarthy Asset Management
California
$3.8M 71,163 +37,608 +112%
FC
237
Financial Consulate
Maryland
$3.76M 70,485 +34,075 +94%
ADL
238
Asset Dedication LLC
California
$3.72M 69,855 +32,841 +89%
AAS
239
Annex Advisory Services
Wisconsin
$3.72M 69,664 +34,483 +98%
CPIG
240
Chicago Partners Investment Group
Illinois
$3.68M 79,978 +42,083 +111%
ACI
241
Alpha Cubed Investments
California
$3.67M 68,800 +35,400 +106%
VVP
242
Venture Visionary Partners
Ohio
$3.65M 68,436 +34,515 +102%
EI
243
Ellevest Inc
New York
$3.64M 68,150 +53,249 +357%
AIM
244
AMI Investment Management
Indiana
$3.63M 67,978 +30,577 +82%
VCM
245
Vivaldi Capital Management
Illinois
$3.59M 76,243 +37,669 +98%
MA
246
Mutual Advisors
Nebraska
$3.57M 66,950 +33,722 +101%
SAM
247
Sawgrass Asset Management
Florida
$3.56M 66,735 +66,735 New
SFA
248
Souders Financial Advisors
Ohio
$3.55M 66,423 +32,553 +96%
MML Investors Services
249
MML Investors Services
Massachusetts
$3.5M 65,463 +33,573 +105%
BAM
250
Belpointe Asset Management
Nevada
$3.39M 63,440 +39,891 +169%
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10
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